Retirement plan

YOST FARMS INC SINGLE K PLAN YOST FARMS INC 401K P

Name: YOST FARMS, INC. - YOST FARMS INC SINGLE K PLAN YOST FARMS INC 401K P (2024) Form 5500
Creator: YOST FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOST FARMS INC SINGLE K PLAN YOST FARMS INC 401K P, YOST FARMS, INC.

YOST FARMS, INC.EIN 47-0678134Plan #001PY 2024

1140 ROAD 319 - HARVARD, NE 68944402-984-4840

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+23.2% from 2023

Total participants

-100.0% from 2023

Average account balance

No prior year

Annual return

18.62%

+8.17 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18K

$5877 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.757%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,412-100.0%

$120,574-100.0%

$145,884-100.0%

Participation rate

0.0%

78.8%-78.8pp

71.9%-71.9pp

80.3%-80.3pp

Annual return

18.62%

154.50%-135.9pp

107.42%-88.8pp

551.85%-533.2pp

Employer contribution / active EE

$8,451

$4,355+94.1%

$3,471+143.5%

$4,662+81.3%

Participant deferral / active EE

$20,333

$6,175+229.3%

$4,996+307.0%

$6,690+204.0%

Admin fee / account holder

$12,224-100.0%

$9,445-100.0%

$13,392-100.0%

YOST FARMS INC SINGLE K PLAN YOST FARMS INC 401K P

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOST FARMS INC SINGLE K PLAN YOST FARMS INC 401K P

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion